Rea Group Ltd · ASX:REA
Rea — Shareholder Meeting (November 2015)
28 slides from Rea's shareholder meeting presentation, Nov 12, 2015
Slide 1: REA Group Limited Annual General Meeting 2015
For personal use only REA Group Limited Annual General Meeting 2015 Melbourne, Australia Thursday 12 November 2015
Slide 2: Hamish McLennan, Chairman
For personal use only Hamish McLennan Chairman
Slide 3: Strong growth in all financial metrics
Strong growth in all financial metrics For personal use only Revenue* EBITDA* Net profit* $523m $286m $185m +20% +27% +24% $285.8m $522.9m $185.4m $225.1m $437.5m $149.9m 2015 2016 $336.5m $63.7m $109.7m $277.6m $126.0m $86.8m $238.4m $103.2m $67.5m ‘11 ‘12 ‘13 ‘14 ‘15 ‘11 ‘12 ‘13 ‘14 ‘15 ‘11 ‘12 ‘1
Slide 4: Strong return to shareholders
Strong return to shareholders For personal use only Earnings Total dividend per share* per share* 140.6¢ 70¢ +24% +23% 4 REA Group AGM 2015 *All figures quoted are from core operations which excludes associates and gain from sale of business and investments
Slide 5: Growing our Australian business
Growing our Australian business For personal use only • Extended lead in consumer engagement • Strong take up of premium listing products drove value and revenue growth • Expanding property related services for consumers • First to market with innovative tools 5 REA Group AGM 2015
Slide 6: International
International For personal use only 6 REA Group AGM 2015
Slide 7: Share price performance
Share price performance For personal use only 7 REA Group AGM 2015
Slide 8: Tracey Fellows, Chief Executive Officer
For personal use only Tracey Fellows Chief Executive Officer
Slide 9: Delivering on our purpose
For personal use only Delivering on our purpose To empower people by making property simple, efficient and stress-free
Slide 10: realestate.com.au: the facts
realestate.com.au: the facts For personal use only (3) realestate.com.au leads on every metric More properties • #1 in website visits (1) 9.5/10 • Our lead in visits over the #2 site is more than their monthly average visits (1) 7.1/10 • Most engaged audience with 85% (1) share of time on site (2) M
Slide 11: Positioned for growth
Positioned for growth For personal use only Listings Media and Property International Expansion Business Related Services 11 REA Group AGM 2015
Slide 12: Our latest innovations
Our latest innovations For personal use only 12 REA Group AGM 2015
Slide 13: Innovation
Innovation For personal use only Auction results Nearby schools Price lookup 13 REA Group AGM 2015
Slide 14: Residential – Price lookup
Residential – Price lookup For personal use only 14 REA Group AGM 2015
Slide 15: 3D property inspections
3D property inspections For personal use only 15 REA Group AGM 2015
Slide 16: Innovation – Property related services
Innovation – Property related services For personal use only Our connection services enables consumers to conveniently connect their utilities 16 REA Group AGM 2015
Slide 17: International highlights - Europe
International highlights - Europe For personal use only 17 REA Group AGM 2015
Slide 18: International highlights - US
International highlights - US For personal use only 18 REA Group AGM 2015
Slide 19: International highlights – South East Asia
International highlights – South East Asia For personal use only 19 REA Group AGM 2015
Slide 20: Q1 Results
Q1 Results For personal use only Revenue* EBITDA* Free cash flow $146m $82m $49m 2015 $121m 2015 $63m 2015 $24m % change 21% % change 30% % change 103% 20 REA Group AGM 2015 *All figures quoted are from core operations which excludes associates and gain from sale of business and investments
Slide 21: Our people
Our people For personal use only 21 REA Group AGM 2015
Slide 22: Because we care
Because we care For personal use only 22 REA Group AGM 2015
Slide 23: Hamish McLennan, Chairman
For personal use only Hamish McLennan Chairman
Slide 24: AGM 2015 – Proxy votes
REA Group Limited AGM 2015 – Proxy votes For personal use only Securities On Issue 131,714,699 Valid Securities Voted 115,955,347 (For, Against, Open Usable, Open Conditional) Valid Securities Voted (%) 88% 24 REA Group AGM 2015
Slide 25: Proxy votes – Remuneration Report
REA Group Limited AGM 2015 – Proxy votes For personal use only Item 2 – Remuneration Report For Against Open usable Number of Proxy Votes 115,728,829 127,316 50,029 % of Proxy Vote 99.85% 0.11% 0.04% 25 REA Group AGM 2015
Slide 26: Proxy votes – Election of Ms Kathleen Conlon
REA Group Limited AGM 2015 – Proxy votes For personal use only Item 3a – election of Ms Kathleen Conlon For Against Open usable Number of Proxy Votes 115,654,619 185,081 115,409 % of Proxy Vote 99.74% 0.16% 0.10% 26 REA Group AGM 2015
Slide 27: Proxy votes – Election of Mr Hamish McLennan
REA Group Limited AGM 2015 – Proxy votes For personal use only Item 3b – election of Mr Hamish McLennan For Against Open usable Number of Proxy Votes 114,650,000 1,189,288 116,059 % of Proxy Vote 98.87% 1.03% 0.10% 27 REA Group AGM 2015
Slide 28: Disclaimer
For personal use only Disclaimer: The material herein is a presentation of non-specific background information about the Company’s current activities. It is information given in summary form and does not purport to be complete. Investors or potential investors should seek their own independent advic